Milwaukee Private Wealth Management, Inc

Milwaukee Private Wealth Management, Inc. is an SEC Registered Investment Advisory (RIA) firm. Jeff Geygan founded the firm in 2007 after a successful twenty-year career with two major Wall Street brokerage companies.

Milwaukee Private Wealth Management manages investment portfolios for individuals, families and foundations. We pride ourselves on a long tradition of value-oriented investing as originally taught by the famous Benjamin Graham & David Dodd in their influential book Security Analysis.

When making investments, Milwaukee Private Wealth Management appraises each issue on a fundamental basis, analyzing income statements, balance sheets and statement of cash-flows. This analysis allows for ...More ...More an appraisal of the company’s worth as though the entire business were being purchased. We invest in fractional business ownership through the stock market and favor long-term investing, in many instances holding shares for years.

When we make an investment for a client portfolio, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from its appraised value. This spread is our “margin of safety” which is a basic tenet of our investment discipline. Milwaukee Private Wealth Management pays particular attention to risk adjusted rates of return. We are not concerned with short-term results or market fluctuations, recognizing that pricing is frequently inefficient over the short term. Milwaukee Private Wealth Management seeks to provide long term rates of return in excess of inflation, thus creating real “inflation adjusted” wealth for clients.